Heritage Way Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Heritage Way Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$2,611,000
+8.7%
10,8130.0%0.98%
-2.0%
Q3 2021$2,401,000
-0.3%
10,8130.0%1.00%
+0.7%
Q2 2021$2,409,000
+14.9%
10,813
+6.6%
0.99%
+7.7%
Q1 2021$2,097,000
+7.2%
10,146
+0.9%
0.92%
+1.9%
Q4 2020$1,957,000
+13.4%
10,056
-0.7%
0.90%
-0.4%
Q3 2020$1,725,000
+9.5%
10,131
+0.7%
0.91%
-1.5%
Q2 2020$1,575,000
+21.0%
10,059
-0.4%
0.92%
-1.7%
Q1 2020$1,302,00010,0990.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders